Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Employees
Morgan Stanley October 2014 - Present
JPMorgan Chase March 2011 - October 2014
Bank of America April 2009 - February 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch July 2005 - July 2006
Moody's Investors Service September 2004 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Mandarin, Cantonese, Microsoft Office, Essbase, Hyperion Reports, Oracle General Ledger, SAP, Virtual Data Rooms, Piano Playing, M&A experience, Due Diligence, Acquisition Integration, Divestitures, Financial Analysis, Project Management, Strategic Planning, Financial Reporting, SharePoint, Variance Analysis, Analysis, Internal Controls
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Finance and Entrepreneurship, 3.6
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Bank of America March 2013 - Present
UBS Investment Bank May 2012 - January 2013
FDM Group January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2010 - December 2011
Merrill Lynch June 2010 - August 2010
Office of NYC Comptroller February 2010 - May 2010
1199 SEIU 2008 - 2009
Uniqlo September 2006 - February 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Merrill Lynch Professional Clearing Corp. July 2014 - Present
Merrill Lynch Professional Clearing Corp. August 2013 - June 2014
Bank of America Merrill Lynch February 2013 - July 2013
Year Up September 2012 - July 2013
Bank of America January 2013 - February 2013
Reed Smith LLP October 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Research, Leadership, Project Planning, Strategic Planning, Social Networking, Public Speaking, Time Management, Project Management, Teamwork
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Economics
HSBC October 2015 - Present
Financial Services, Inc. April 2008 - June 2015
Bank of America May 2006 - April 2008
North Fork Bank August 2005 - April 2006
Skills
Banking, Financial Services, Operational Risk, Loans, Credit Risk, Risk Management, Internal Audit, Internal Controls, Finance, Auditing, Risk Assessment, Cash Management, Management, Financial Analysis, Business Process, Budgets, Credit, Strategy, Enterprise Risk..., Financial Risk, Software Documentation, Operational Risk..., Sarbanes-Oxley, Financial Institutions, Sarbanes-Oxley Act, Retail Banking, COSO, AML, Fraud, Commercial Banking, Basel II, KYC, Financial Audits, External Audit, IT Audit, SOX 404, SAS70, Assurance, Bank Secrecy Act, COSO Framework, OFAC, Due Diligence, Audit Committee
Education
Baruch College 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Slattery Moving & Storage June 2011 - Present
Sterling Infosystems Inc. August 2010 - May 2011
KLS Consulting and Placement, LLC April 2008 - August 2010
Bank of America August 2006 - December 2007
Skills
Account Management, Business Development, Sales, Sourcing, Advertising, Marketing, Management, Business Networking, Consumer Marketing, Small Business Lending, Small Business Marketing, Contract Negotiation, Cold Calling, Sales Operations, Salesforce.com, Customer Service, Sales Management, Team Building
Education
City University of New York-Baruch College 2013 — 2014
International Business
Nassau Community College 2011 — 2012
Liberal Arts and Sciences, General Studies and Humanities
Saint Dominic High School, Oyster Bay NY 1996 — 2000
High School Diploma, NYS Regents Diploma
Capital One Bank November 2014 - Present
Bank of America April 2013 - November 2014
Bank of America July 2012 - March 2013
Bank of America May 2011 - March 2012
Staples August 2007 - May 2011
Skills
Proficient in MS Word,..., Excellent communication..., Strong leadership..., Cash Management, Banking, Outlook, Access, Customer Service, Microsoft Excel, Strong attention to..., Human Resources, Management, PowerPoint, Microsoft Word, Time Management, Training, Leadership
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Psychology
Borough of Manhattan Community College 2006 — 2008
Accounting
JMP Group June 2014 - Present
De La Rosa & Co. March 2013 - April 2014
ThinkEquity LLC February 2006 - November 2012
Hoefer & Arnett, Inc. June 2003 - February 2006
Banc of America Securities June 2000 - June 2003
Nationsbanc Montgomery Securities February 1996 - June 2000
Bank of America August 1985 - February 1996
Skills
Equities, Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Alternative Investments, Trading Systems, Middle Office, Bloomberg, Mutual Funds, Series 24, Series 63, Investment Banking, Financial Modeling, Valuation
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Economics & Finance
Bernard M Baruch College
Economics and Finance
Bank of America March 2013 - Present
Bank of America February 2012 - March 2013
Abercrombie & Fitch July 2011 - February 2012
Skills
Retail Banking, Cash Handling, Store Operations, Microsoft Office, Customer Service, Teller Operations, Retail, Sales
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Sun Yat-Sen University 2008 — 2012
Bachelor's Degree, Event Management, 3.2
Sterling National Bank May 2013 - Present
New York City Housing Authority January 2011 - June 2012
Municipal Credit Union January 2009 - December 2010
TD July 2007 - September 2008
Bank of America September 2005 - April 2007
Baruch College September 2003 - November 2004
Skills
Access, Statistics, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Adobe Creative Suite, Calculus, Administrative..., Microsoft Publisher, Encompass, Microsoft Office, Microsoft Word, Call Centers, Outlook, Data Analysis, Risk Management, SPSS, Insurance, Actuarial Science, Analysis, Quantitative Analytics, SQL, Research, Financial Modeling, Financial Analysis, Stata, Valuation, Deposits, Credit, Accounts Receivable, Retail Banking, Accounts Payable, Cash Management
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2013
Bachelor of Arts (B.A.), Economics
Manhattan Comprehensive Night and Day High School 2001 — 2002
High school diploma
Achinmota School 1999 — 2001
High School Diploma, Mathematics, Economics and Geography
AAA Carolinas February 2015 - Present
BSN medical November 2010 - October 2014
Rodgers Builders, Inc. March 2008 - July 2010
Sunbelt Rentals July 2006 - March 2008
Bank of America July 2002 - July 2006
A&E Television December 1998 - July 2002
Y&R Shared Financial Services 1988 - 1992
Y&R Shared Financial Services 1988 - 1992
Skills
Customer Service, Accounts Payable, Customer Satisfaction, Research, SAP, Electronic Payments, Checks, Accruals, Wire Transfers, Microsoft Excel, Microsoft Word, Pivot Tables, Account Reconciliation, Invoice Processing, Vendor Management, Positive Pay, Journal Entries, Netting, Management, Budgets, Sales, Balance, Accounting, Bank Reconciliation, Financial Reporting, General Ledger, Internal Audit, Auditing, Microsoft Office, Invoicing, Process Improvement
Education
Baruch College 1984 — 1986
General Studies
Wells Fargo Securities August 2014 - Present
Bank of America June 2012 - August 2014
Federal Home Loan Bank of New York January 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Skills
Technical Writing, Financial Modeling, Financial Analysis, Equity Valuation
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Samyook language School January 2009 - January 2011
Bank of America May 2000 - February 2009
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Branch Banking
Education
City University of New York-Baruch College 1998 — 2004
Bachelor of Business Administration (BBA), Economics, 3
Town Sports International September 2013 - Present
Ballys Total Fitness February 2013 - August 2013
Bank of America October 2007 - March 2011
Alistradio 2009 - 2011
Alistradio 2009 - 2011
Skills
Social Networking, Event Planning, Editing, Music, Marketing, Social Media Marketing, Social Media, Broadcast, PowerPoint, Facebook, Customer Service, Sales
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
BA, Corporate Communications
queens village
queens village
Bank of America July 2015 - Present
Morgan Stanley September 2012 - July 2015
BGC Partners June 2011 - August 2011
AXA Advisors October 2010 - February 2011
The Ticker February 2009 - February 2011
WNYC Radio July 2010 - August 2010
Healthcare DPS October 2009 - January 2010
Skills
Editing, Sales, Social Media, Journalism, Copy Editing, Blogging, Financial Markets, Social Media Marketing, Series 7, Research, Financial Analysis, Financial Modeling, Strategic Financial..., Fixed Income, PowerPoint, Microsoft Excel, Equities, Investments, Options, Bloomberg, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Finance and Investments
Pei Cobb Freed & Partners August 2013 - April 2014
Ana Global Services January 2013 - July 2013
Bank of America July 2011 - December 2012
Skechers June 2008 - May 2010
Skills
Accounts Payable, Strategic Planning, Accounting, Deltek, Software Documentation, SCA Request for Payment..., DocuShare, Budgets, Microsoft Excel, Inventory Management, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Sales, English, Outlook, Windows, Research, Public Speaking, HTML, Project Planning, Organizational..., Payment Systems
Education
City University of New York-Baruch College 2013 — 2013
Bachelor's Degree, Business/Managerial Economics
City University of New York City College 2008 — 2013
Bachelor's Degree, Business Administration with a Minor in Economics
Ingles de los Andes 2004 — 2007
United Water September 2014 - Present
Univision Communications April 2012 - September 2014
Univision Communications November 2007 - August 2012
Univision Communications May 2007 - February 2008
Univision Communications July 2006 - June 2007
Univision Communications August 2004 - July 2006
Deloitte & Touche 2002 - 2004
Deloitte & Touche November 1999 - September 2002
Bank of America 1997 - 1998
Fremont Financial 1996 - 1997
Skills
Fluent in Spanish, SOX, Internal Audit, Auditing, Process Improvement, Internal Controls, Audit, Business Process..., Efficiencies, Sarbanes-Oxley Act, Accounting, Analysis, Finance, Budgets, Corporate Finance, Strategy, Management, Financial Analysis, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1995
Bachelor of Science, Accounting
Management Leadership for Tomorrow June 2013 - Present
Bank of America June 2014 - August 2014
Sponsors for Educational Opportunity December 2013 - August 2014
UHY LLP June 2014 - June 2014
Geller & Company October 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Credit Advocate Counselng Corp January 2013 - June 2013
Skills
Microsoft Office 2007, QuickBooks, Microsoft Excel, iWork, Accounts Payable, PowerPoint, Account Reconciliation, Microsoft Word, Outlook, Bookkeeping, Accounts Receivable, Financial Accounting, Spreadsheets, Accounting, Microsoft Office, Tax, Tax Preparation, Access, Financial Statements, Payroll, Finance
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
CUNY Bronx Community College 2010 — 2012
Associate of Science (A.S.), Accounting
Bank of America May 2013 - Present
TD November 2008 - December 2012
Jofe Eye Institute May 2003 - November 2008
Skills
Fast learner, Operates well under..., Works well in a team..., Proficient in Microsoft..., Excellent communication..., Loans, Mortgage Lending, Deposits, Small Business Lending, Banking, Commercial Lending, Mortgage Banking, Residential Mortgages, Loan Origination, Refinance, Loan Servicing, Commercial Mortgages, Notary Public, Customer Service, Spreadsheets, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2007 — 2012
Bachelor's of Business Administration in Finance and Investments, Finance and Investments
Sumitomo Mitsui Banking Corporation June 2015 - Present
Bank of America June 2012 - June 2015
Coach September 2011 - May 2012
Federal Home Loan Bank of New York June 2011 - January 2012
Columbia University April 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Bloomberg, QuickBooks, Corporate Finance, Financial Reporting, Research, Financial Modeling, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments
Bank of America June 2015 - Present
VLP Family Law Clinic and SERV Project, Suffolk Probate and Family Court May 2015 - Present
Esemplia Emerging Markets August 2013 - November 2013
Jaydon, Farthing, Skadifas & Wright, P.A. February 2013 - June 2013
Sixth Judicial Circuit of Florida Court Administration September 2012 - February 2013
LAW OFFICE OF IGOR TARASOV, LLP April 2011 - August 2011
BANK OF AMERICA MERRIL LYNCH, INC February 2010 - June 2010
LAW OFFICE OF MATTHEW ABRAMOWITZ, LLP June 2008 - January 2010
Skills
Fluent in Russian and..., Legal Research, Personal Injury, Courts, Financial Analysis, Bloomberg, Trials, Fixed Income, Depositions, Research, Legal Writing, Motions, Lexis, Westlaw, Litigation, Legal Issues, LexisNexis, Legal Assistance, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking
Education
Stetson University College of Law 2012 — 2014
Juris Doctor
Baruch College, City University of New York (CUNY) 2006 — 2010
1, Finance and Investments
Bank of America March 2015 - Present
Bank of America January 2015 - Present
Bank of America October 2012 - March 2015
Bank of America August 2011 - October 2012
Bank of America February 2009 - August 2011
Indymac Bank September 2007 - October 2008
American Home Mortgage June 2003 - August 2007
Skills
FHA, Loans, Mortgage Lending, Microsoft Excel, Management, Banking, Access, Mortgage Banking, Customer Service, Sales, Refinance, Loan Servicing, Analysis, Operations Management, Teamwork, Leadership, Investments, Business Analysis, Asset Managment, Strategic Financial..., Financial Analysis, Credit Analysis, Mortgage Underwriting, Investors, Loss Mitigation, Microsoft Office, Residential Mortgages, FHA financing, Risk Management, Outlook, Call Centers, Mortgage Servicing, Team Leadership, Change Management, Financial Modeling, PowerPoint, Microsoft Word, Loan Origination, Construction Loans, USDA, Default, Customer Satisfaction, Software Documentation, Process Improvement, Credit, Budgets, Forecasting, VA loans, Project Management, Underwriting
Education
City University of New York-Baruch College 1999 — 2003
BS, Political Science
Akino.co February 2012 - Present
nekoPrint 2011 - Present
Bank of America 2013 - April 2014
Skills
Customer Service, Outlook, Microsoft Office, Strategic Planning, Access, Social Networking, Banking, Photoshop, Sales
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor's Degree, International Marketing
LaGuardia Community College 2011 — 2013
Associate of Arts (AA), Fine/Studio Arts, General
Academy of American Studies 2007 — 2011
Bank of America June 2011 - February 2012
AT&T November 2008 - June 2010
SL Quality Treatment and Diagnostic Center November 2007 - July 2008
SOTBY Enterprise Inc March 2007 - November 2007
Skills
Market Research, Referrals, Selling, Social Networking, Social Media, Logistics, Microsoft Word, Microsoft Excel, PowerPoint, Appointment Scheduling, Teamwork, Internet, Marketing, Research, Event Planning, Managing Accounts, Customer Support, Cash Management, Customer Service, Banking, Sales, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing Management; Minor: Psychology
Bank of America Merrill Lynch August 2015 - Present
Bank of America June 2013 - Present
Bank of America March 2008 - June 2013
Bank of America August 2006 - March 2008
Skills
Compliance, Banking, Microsoft Excel, PowerPoint, Strategic Leadership, Risk Management, Financial Services, Loans, Auditing, Mortgage Lending, Financial Analysis, Sales Management, Leadership, Coaching, Management, Internal Audit, Finance, Business Planning, Credit, AML, Accounting, Sales, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Science, Accountancy
Wagner College 2002 — 2006
Bachelor of Science, Business Administration; International Business
US Coachways May 2014 - Present
Fulfillment Plus, Inc. December 2011 - May 2014
Arden Capital Management January 2001 - December 2011
Roslyn National Mortgage Corp July 1998 - October 2000
Bank of America 1994 - 1996
Arbor National Mortgage 1987 - 1995
Skills
Mortgage Lending, Credit, Management, Sales, Leadership, Mortgage Banking, Loans, Finance, Sales Management, Negotiation, Loan Origination, Investments
Education
Baruch College, City University of New York (CUNY) 1978 — 1980
City University of New York-College of Staten Island 1975 — 1978
port richmond high school
Capital One May 2012 - Present
Citibank October 2011 - Present
US Army March 2004 - May 2012
Bank of America November 2007 - October 2011
Bank of America April 2008 - November 2010
Bank of America 2008 - April 2009
Skills
Data Analysis, Cash Management, Credit Analysis
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Baruch College/CUNY 2008 — 2012
Bachelors of Business Administration, Entrepreneurship and Small Business Management
Bank of America October 2012 - Present
T-mobile USA, INC Brookyln August 2010 - October 2012
Radioshack Corporation July 2008 - August 2010
Skills
Sales, Communication, Compliance, Bilingual, Customer Satisfaction
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
International Business
Kingsborough Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Criminal Justice and Corrections
Bank of America June 2015 - Present
Bank of America Merrill Lynch February 2011 - June 2015
Deloitte & Touche July 2007 - January 2010
Independence Community Bank May 2005 - March 2006
Skills
Internal Controls, Finance, Risk Management, Financial Analysis, Management Consulting, Business Process..., Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Internal Audit, Financial Services, Management, Change Management, Banking
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Industrial/Organizational Psychology
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Business Administration, Accounting
Deloitte January 2013 - Present
INVISTA A subsidiary of KOCH Industries March 2010 - November 2012
Compass Group October 2007 - March 2010
Forest Group 2005 - 2007
Ricoh Americas Corporation formerly Lanier Worldwide 2001 - 2005
Bank of America 2000 - 2001
Skills
Financial Analysis, Internal Controls, Forecasting, Accounting, Financial Modeling, Business Strategy, Strategic Planning, Variance Analysis, Team Leadership, Market Analysis, Corporate Finance, Corporate Strategy..., Hyperion Enterprise, SAP ERP, Business Objects, Hyperion HFM, Management Accounting, Positive Team Player, Process Optimization, Operational Efficiency, Acquisiton, P&L Budget Management, Performance Metrics, Financial Metrics, Trend Analysis, Working Capital..., Business Analysis, Communication Skills, Strategic Financial..., Financial Reporting, Economics, Scenario Analysis, Competitive Analysis, Auditing, Microsoft Excel, Microsoft Word, Microsoft PowePoint, Return on Investment..., Analytical Skills, Financial Statement..., Budgets, Leadership, Analysis, Finance, Management, Process Improvement, Managerial Finance
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Kennesaw State University - Michael J. Coles College of Business
MAcc, Accounting, 3.63/4.0
University of the West Indies Mona Campus
Bachelors of Science, Economics & Statistics
Amazon June 2015 - Present
United States Air Force July 2004 - Present
CBS Corporation September 2014 - December 2014
Bank of America July 2012 - August 2014
American Savings Bank June 2003 - July 2004
Skills
Physical Security, Government, Leadership, Operations Management, Program Management, Risk Management, Customer Service, Management, Process Improvement, Contract Management, Security, Budgets, Strategic Planning, Sales, Risk Assessment, Security Clearance, Military Experience, DoD, Microsoft Excel, Public Speaking, Microsoft Word
Education
Baruch College 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Community College of the Air Force 2004 — 2012
Aviation Maintenance Technology, Aviation Maintenance Technology
Citi March 2014 - Present
Bank of America March 2012 - March 2014
Bank of America May 2009 - March 2012
Skills
Internal Audit, Compliance, AML, KYC, CIP, Auditing, Problem Solving, Risk Management, Credit, Finance, Mortgage Servicing, Risk Assessment, Financial Services, Customer Service, Leadership, Team Building, Credit Cards, Associate Engagement, Consumer Lending, Financial Advisory
Education
City University of New York-Brooklyn College 2012 — 2016
Master of Science (MS), Business Economics
Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Investment
Housing Initiative Partnership October 2012 - Present
Housing Opportunities Commission of Montgomery County February 2008 - October 2012
Bank of America April 1998 - January 2008
Enterprise Community Partners Inc. March 1992 - March 1998
Skills
Mergers, Real Estate, Real Estate Development, Property Management, Real Estate Economics, Community Development, Leases, Financial Analysis, Real Estate Transactions, Disposition, LIHTC, Asset Managment, Entitlements, Contract Negotiation, Nonprofits, Land Use, Feasibility Studies, Economic Development, Community Outreach, Social Housing, Asset Management, Redevelopment, Tax Credits, Mergers & Acquisitions, Real Estate Financing, Apartments, Location Intelligence, Land Acquisition, Fair Housing, HUD, Lease Administration, Section 8, Corporate Real Estate, Commercial Real Estate, Affordable Housing
Education
Yale University - Yale School of Management 1985 — 1987
MBA, business
Baruch College, City University of New York (CUNY) 1984 — 1985
MPA, public administration
Sacred Heart Academy
Bank of America July 2013 - Present
Battle of the Quants November 2012 - April 2013
Ernst & Young January 2012 - August 2012
PKO BP August 2011 - October 2011
Group Praetorian November 2010 - July 2011
Ministry of Finance of Poland June 2010 - July 2010
Polish National Bank September 2009 - September 2009
ING BSK S.A. August 2009 - August 2009
Financial Services Int'l Corp aka fsic September 2004 - June 2005
Skills
Quantitative Finance, Valuation, Financial Markets, Financial Risk, Corporate Finance, English, Risk Management, Derivatives, Econometrics, Fixed Income, Asset Management, Financial Modeling, Investments, Portfolio Management, Equities, Quantitative Analytics
Education
Advanced Risk and Portfolio Management Bootcamp, Symmys 2014 — 2014
Certificate in Advenced Risk and Portfolio Management
Columbia University in the City of New York 2012 — 2013
Master's degree, Mathematics of Finance, Core GPA: 3.72/4.00. Overall GPA: 3.60/4.00
Baruch College 2012 — 2012
Certificate in C++ for Financial Engineering
Københavns Universitet / University of Copenhagen 2010 — 2011
Exchange Student, Mathematics / Economics
Politechnika Łódzka / Technical University of Lodz 2006 — 2011
Master's degree, Applied Mathematics in Finance and Insurance
New York University 2010 — 2010
Continuing Studies, Finance/ Accounting
XXVI High School, Lodz 2002 — 2006
Economics
Ballard High School 2004 — 2005
Bank of America January 2010 - April 2011
Garden State Community Bank May 2007 - January 2010
PNC Bank May 2006 - May 2007
PCS Associates 2002 - 2006
Deutsche Bank 2001 - 2002
Various Consulting 1997 - 2001
Bank of New York Mellon 1996 - 1997
Shearson Lehman/Morgan Stanley/Smith Barney 1988 - 1995
Skills
Financial Services, Leadership, Financial Modeling, Training, Customer Service, Sales, Credit, Finance, Risk Management, Relationship Management
Education
Baruch College, City University of New York (CUNY)
Northfield Bank June 2010 - Present
Enterprise Bank March 2009 - March 2010
Bank of America July 1999 - February 2009
The Sakura Bank, Ltd. October 1982 - July 1999
JP Morgan Chase June 1978 - October 1982
Education
Baruch College, City University of New York (CUNY) 1976 — 1981
BBA, Accounting
JP Morgan Chase Bank May 2010 - Present
Community Enrichment & Education Foundation April 2008 - April 2010
Bank of America 2006 - 2008
Washington Mutual 2001 - 2006
Insignia/ESG 1986 - 2000
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Industrial & Organizational Psychology
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Human Resource Management
Bank of America February 2013 - February 2015
Bank of America November 2011 - January 2013
United Modifications, Inc September 2010 - November 2011
North Eastern Rutland Corp 2004 - July 2010
Skills
Mortgage Lending, Microsoft Office, Mortgage Banking, Loans, Loan Origination, FHA, Residential Mortgages, Credit, Refinance, Banking, Consumer Lending, Credit Analysis, Commercial Lending, Family Law, Legal Research & Writing, Real Estate Law, Litigation, Torts, Computerized Legal..., Criminal Law, Uniform and Contract..., Intro to Paralegal..., Criminology, Lexis and Westlaw, Compliance
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor's Degree
Berkeley College 2011 — 2013
Associate's Degree
Caliber Training Institute
J.P. Morgan June 2013 - July 2014
Bank of America June 2011 - August 2011
J.P. Morgan October 2009 - February 2010
Cantor Fitzgerald June 2009 - August 2009
Skills
Bloomberg Terminal, Capital Markets, Securities, Microsoft Excel, Microsoft Office, Bloomberg, Microsoft Word, PowerPoint
Education
Georgetown University 2014 — 2016
Master's Degree, Public Policy Analysis
Baruch College, City University of New York (CUNY) 2008 — 2012
Bank of America August 2015 - Present
HSBC June 2013 - July 2015
Wells Fargo Bank April 2011 - June 2013
Chase Investment Services Corporation August 2009 - April 2011
JP Morgan Chase August 2009 - April 2011
Envision Lending Group November 2007 - December 2008
Clearwater Funding New York Inc. July 2006 - October 2007
Clearwater Funding Group Inc. May 2004 - June 2006
Sunset Mortgage Company LP March 2003 - April 2004
Deloitte June 2000 - March 2002
Skills
Loans, Cash Flow Analysis, Formal Credit Trained, Credit, Finance, Risk Management, Mortgage Lending, Financial Risk, Financial Services, Loan Origination, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Cash Management, Commercial Real Estate, Lines Of Credit, Credit Risk, Treasury Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Retail Banking, Mortgage Banking, Financial Analysis, Cash Flow
Education
Baruch College, City University of New York (CUNY)
BBA, Real Estate Investment
RFA August 2013 - Present
W.B. Mason Co. May 2007 - August 2013
F.D.I. Logbox USA May 2005 - May 2007
Bank of America June 2002 - August 2004
Skills
Accounts Payable, Credit, Accounts Receivable, Invoicing, Analysis, Chargebacks, Credit Analysis, Order Management, Communication, Microsoft Office, Microsoft Dynamics, Great Plains Software, Account Reconciliation, Accounting, Financial Statements, General Ledger, Account Management, Microsoft Excel, Collections, Customer Service, Outlook, Sales
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor of Business Administration (BBA), Accounting
Hudson County Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting
Bank of America June 2015 - Present
GE Capital November 2014 - May 2015
Citi September 2011 - August 2014
Citi July 2009 - September 2011
JPMorgan Chase December 2005 - January 2007
Goldman Sachs May 2005 - November 2005
Seton Hall University September 2003 - May 2004
Morgan Stanley January 1999 - May 2001
Salomon Brothers May 1997 - May 1998
Skills
Derivatives, Risk Management, Software Development, CDS, Strategic Planning, Microsoft Excel, PowerPoint, Regulatory Capital, Microsoft Word, Fixed Income, Equities, Portfolio Management, Investment Banking, Operational Risk..., Financial Risk, Analysis, Capital Markets, Financial Analysis, Trading, Financial Services, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Finance, Marketing
Seton Hall University 2002 — 2003
M.A., Instructional Design and Technology
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Accounting, Information Systems
MUFG Union Bank 2014 - Present
RTX Solutions Inc. 2000 - Present
Citi 2014 - 2014
Credit Suisse 2012 - 2014
Northrop Grumman Corporation 2011 - 2012
Bank of America 2010 - 2010
Morgan Stanley 2003 - 2009
Goldman Sachs 2003 - 2003
PepsiCo 2000 - 2002
Kraft Foods 1995 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Governance, Integration, Program Management, Risk Management, Business Intelligence, Management Consulting, Requirements Analysis, Cross-functional Team..., ITIL, CRM, Process Improvement, Outsourcing, Business Strategy, Business Process Design, Process Management, IT Strategy, Data Analysis, Executive Management, Change Management, Sarbanes-Oxley Act, Risk Control &..., Enterprise Supplier..., Software Development, Project Management, Enterprise Software, Data Warehousing, Project Portfolio..., Business Transformation, Strategic Negotiations, Re-engineering, Gap Analysis, IT Outsourcing, Back Office Technology, IT Management, Application Development, Systems Analysis, Regulatory Reporting, Basel II, Risk Mitigation, Software Project..., Cross Functional Team..., Resource Management, Agile & Waterfall..., Risk Registers, Issue Remediation, Management, Business Process
Education
City University of New York-Baruch College
MBA
Collabnet
New York Institute of Finance
New York University
PMBOK® areas of knowledge
Rutgers, The State University of New Jersey-New Brunswick
BA
Bank of America March 2014 - Present
Astoria Federal Savings August 2013 - Present
JPMorgan Chase 2006 - 2013
JPMorgan Chase 2006 - 2013
Capital One 2001 - 2005
Skills
Relationship Management, Commercial Lending, Customer Experience, Networking, Branch Banking, Retail Banking, Small Business Lending, Branch Management, Cash Management, Commercial Banking
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Applied Science (BASc), Finance, General
Debtwire September 2015 - Present
Baruch Investment Management Group January 2015 - Present
Everyday Health Inc. June 2015 - August 2015
Barclays Investment Bank March 2015 - March 2015
JPMorgan Chase July 2014 - August 2014
Bank of America July 2013 - August 2013
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor of Business Administration (BBA)
Benjamin N. Cardozo High School 2010 — 2014
Bank of America May 2013 - Present
Bank of America May 2010 - April 2013
Merrill Lynch May 2007 - May 2010
Props for Today January 2000 - May 2007
Skills
Analytical Approach, Time Management, Deadline Driven, Reconciliation, Creative Problem Solving, Process Optimization, Process Efficiencies, Cross-functional Team..., Goal Oriented, Metrics Reporting, Reporting & Analysis, Performance Management, Training & Development, Staff Development, Account Reconciliation, Risk Management, Equities, Bloomberg, Credit, Analytical Skills
Education
Baruch College 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Borough of Manhattan Community College 1999 — 2000
Associate of Arts and Sciences (A.A.S.)
BMO Capital Markets July 2015 - Present
Bank of America October 2006 - July 2015
Merrill Lynch October 2006 - October 2007
Morgan Stanley March 2006 - October 2006
Skills
Bloomberg Terminal, Operational Risk..., Bonds, Interest Rate..., Trading Systems, Securities, Derivatives, Trading, Financial Analysis, Middle Office, Structured Products, Operational Risk, Microsoft Excel, Banking, Bloomberg, Capital Markets, Credit Derivatives, Fixed Income, Equity Derivatives, Investment Banking, Equities, Financial Modeling, Portfolio Management
Education
Baruch College 2000 — 2004
Lincoln High School 1996 — 2000
CIT August 2013 - Present
Bank of America June 2012 - August 2013
Prudential Financial September 2005 - May 2012
Skills
Project Management, Cross-functional Team..., Internal Controls, Analytical Skills, Compliance, Internal Audit, Report Writing, Relationship Management, Interpersonal Skill, Global Regulatory..., Business Knowledge
Education
Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baruch College, City University of New York (CUNY)
Bachelors of Business Administration
Citi August 2014 - Present
Citi February 2014 - August 2014
Bank of America October 2011 - October 2013
Doubletree Guest Suites Times Square January 2009 - July 2009
Skills
Banking, Finance, Investments, Equities, Customer Service, Microsoft Excel, Outlook, Access, Microsoft Office, PowerPoint, Sales, Spanish, Microsoft Word, Project Management, Financial Analysis, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Finance & Investments
Bank of America August 2014 - Present
Citi February 2010 - August 2014
Miami Dade College October 2005 - August 2008
Verio January 2003 - August 2005
Skills
Finance, Website Development, Product Development, Leadership, Market Research, Microsoft Excel, Technical Support, Customer Service, Analysis, Banking, Data Analysis, Financial Analysis, Management, Marketing, Microsoft Office, Operations Management, Outlook, PowerPoint, Public Speaking, Social Media, Social Networking, Teamwork, Training
Education
Baruch College 2012 — 2014
Columbia University in the City of New York 2008 — 2010
Conifer Financial Services August 2014 - Present
New York County District Attorney's Office September 2013 - August 2014
NYS Office of the State Comptroller 2014 - May 2014
Bank of America June 2012 - 2013
Skills
QuickBooks, Customer Service, Microsoft Excel, Training, Financial Accounting, Financial Analysis, Accounting, Access, Accounts Payable, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Outlook, Auditing, Finance, Account Reconciliation
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Citi October 2013 - Present
PSCU February 2013 - September 2013
Fifth Third Bank October 2012 - February 2013
Staffing Resource Group, Inc May 2012 - October 2012
Bank of America 2005 - 2012
Bank of America September 2002 - 2005
Fleet Bank 2000 - 2002
Fleet Bank 1998 - 2000
The Chase Manhattan Bank 1996 - 1997
The Chase Manhattan Bank 1989 - 1996
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Recruiting, Banking, Employee Relations, Performance Management, Succession Planning, Technical Recruiting, Temporary Placement, Internet Recruiting, Human Resources, Sourcing, Interviews, Executive Search, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's degree, Human Resources Management and Services
Bank of America July 2015 - Present
Standard & Poor's October 2007 - January 2015
Standard & Poor's March 2005 - October 2007
Standard & Poor's March 2004 - March 2005
Standard & Poor's July 2001 - March 2003
MSCI Inc. January 2001 - June 2001
First Investors Corporation January 2000 - October 2000
Marriott Hotels 1996 - 1997
Skills
Competitive Intelligence, Business Strategy, Business Process..., Market Intelligence, Strategy, Structured Finance, Analytics, Operations Management, Risk Management, Business Development, Leadership, Forecasting, Bloomberg, Business Process, Fixed Income, Capital Markets, Finance, Financial Modeling, Investments, Valuation, Securitization, Management, Analysis, Financial Analysis, Financial Services, Business Analysis, Business Intelligence
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, Honors
City University of New York-Baruch College - Zicklin School of Business 1997 — 2000
Bachelor's Degree, Business Administration, Management and Operations, 3.54 out of 4.0
Allscripts December 2013 - Present
Allscripts September 2012 - December 2013
Allscripts March 2011 - September 2012
Doctations, Inc December 2009 - January 2011
Bank of America March 2009 - December 2009
Skills
Healthcare Information..., Project Management, Software Quality..., Business Analysis, Agile Methodologies, Information Resources..., Full SDLC, Agile Methodolgy
Education
City University of New York-Baruch College
Bachelor's degree, Computer and Information Sciences, General
Bank of America January 2014 - Present
Deustche Bank 2011 - 2012
HSBC September 2006 - April 2009
HSBC 2005 - 2006
Skills
Leadership, Data Analysis, Team Leadership, Management, Microsoft Office, Recruiting, PowerPoint, Finance, Customer Service, Commercial Banking, Risk Management, Analysis, Access, Banking, Retail Banking, Financial Services, Portfolio Management, Financial Analysis, Cash Management
Education
City University of New York-Baruch College 2009 — 2010
Project Management Certification
City University of New York-Brooklyn College 2000 — 2003
Bachelor of science, Business management and finance
Yelp June 2015 - Present
Webtools, LLC October 2014 - Present
Bank of America March 2013 - September 2014
Skills
Customer Service, Marketing, Customer Satisfaction, Banking, Networking, Management, Inventory Management, Team Leadership, Time Management, Training, Leadership, Teamwork, Creative Writing, Copywriting, SEO, Communication, Advertising, Digital Marketing, Marketing Strategy, Finance, Sales, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Bachelor's Degree, Economics
University of Central Florida 2013 — 2013
Business Administration and Management, General, Junior
Daytona Beach Community College 2011 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.3 GPA Dean's List
Nomura June 2012 - Present
Jefferies & Company November 2008 - April 2012
Bank of America May 2004 - November 2008
Neuberger Berman June 1999 - May 2004
Gruntal & Co July 1997 - June 1999
Skills
Series 7, Series 63, ADP, Gloss, Euroclear, DTC, Swift Alliance, Microsoft Office, Bloomberg Terminal, Security Operations, Fixed Income, IPM, Investments, Prime Brokerage, Securities Lending, Middle Office, Derivatives, Options, Bonds, Equities, Electronic Trading, Equity Derivatives, Back Office, Corporate Actions, Settlement, Mutual Funds, Investment Banking, Securities, Bloomberg, Currency
Education
Baruch College 1990 — 1995
Applied Economics
Xaverian 1986 — 1990
Bank of America August 2011 - Present
Barclays Capital (acquired Lehman Brothers in 2008) September 2008 - August 2011
Lehman Brothers July 1999 - September 2008
Merrill Lynch April 1998 - July 1999
Banco Santander January 1997 - March 1998
Industrial Bank of Japan 1994 - 1997
Skills
SDLC, PL/SQL, ITIL, Data Management, Capital Markets, Equities, Sybase, Trading, Investment Banking, Data Warehousing, Requirements Gathering, IT Management, Application Development, Pro*C, Strategy, Databases, Oracle, Business Intelligence, Analytics, Banking, IT Service Management, Software Development, Business Analysis, Management, Enterprise Architecture, Trading Systems, Vendor Management, IT Strategy, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Business Administration
National Institute of Technology Karnataka
Bachelor of Technology (BTech), Electrical and Electronics Engineering
University of Pittsburgh
MSEE, Semiconductor Technology
Oracle Financial Services Software inc May 2010 - Present
Oracle Financial Services Software inc August 2006 - April 2010
Bank of America June 2005 - August 2005
International Finance Tax Consultants Pvt. Ltd September 2003 - August 2004
Tata TD Waterhouse Securities Pvt. Ltd. September 2000 - May 2003
Education
City University of New York-Baruch College
MBA
Normandale Community College
Practice Workflow and Information Management Redesign Specialist
Sydenham College of Commerce and Economics
Master’s Degree
Symbios college of Arts and Commerce
Bachelor’s Degree
Endicia June 2015 - Present
Mozu at Volusion Inc. August 2014 - June 2015
Endicia June 2010 - August 2014
NopSec Inc. May 2009 - June 2010
AmeriMerchant September 2008 - April 2009
Bank of America July 2006 - August 2008
Skills
Salesforce.com, Sales, SaaS, Account Management, Lead Generation, B2B, Direct Sales, Solution Selling, Sales Operations, Sales Process, Territory..., Business Development, Cold Calling, Enterprise Software, Strategic Partnerships, CRM
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Fort Hamilton High School 1996 — 2000
Diploma, Finance
JPMorgan August 2007 - Present
Bank of America June 2003 - August 2007
Lehman Brothers June 2000 - June 2003
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA
Stony Brook University 1996 — 2000
Columbia Engineering
Certification, Financial Engineering
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Aflac September 2014 - Present
Wells Fargo Home Mortgage July 2013 - September 2014
GMAC Mortgage October 2012 - June 2013
Wells Fargo Home Mortgage December 2011 - September 2012
Bank of America May 2006 - November 2011
Skills
Refinance, FHA, USDA, Mortgage Banking, Residential Mortgages
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
Bachelor in Finance and Investment
Bank of America
Education
Baruch College, City University of New York (CUNY) 1969 — 1971
Barclays Capital January 2011 - Present
UBS February 2007 - February 2011
Wachovia June 2006 - February 2007
Bank of America 1999 - 2003
JP Morgan 1997 - 1999
Lehman Brothers 1994 - 1997
Skills
Equities, Derivatives, Hedge Funds, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Risk Management, Operational Risk, Operational Risk..., Financial Analysis, Securities, Financial Modeling, Banking, Equity Derivatives, Middle Office, Enterprise Risk..., Series 7
Education
Suffolk University 2001 — 2003
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accountancy
Bank of America
Education
Baruch College, City University of New York (CUNY)
Bank of America July 2005 - Present
Hearst Corporation December 2004 - June 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Strategic Financial..., Portfolio Management, Forecasting, Accounting, Analysis, Banking
Education
Baruch College, City University of New York (CUNY)
Bachelor, Accounting
Queens University of Charlotte
MBA
Getco Securities December 2011 - Present
Bank of America April 2009 - December 2011
Banc of America Specialist September 2001 - March 2009
Merrill Lynch June 2000 - September 2000
Skills
Derivatives, Equities, Capital Markets, Trading, Portfolio Management, Market Risk, Financial Risk, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Finance and Investments
Siena College 1998 — 2001
National University of Ireland, Galway 2000 — 2000
Northwestern University
Master's degree, Predictive Analytics
Ocwen Financial Corporation April 2014 - Present
Bank of America April 2011 - April 2014
Fannie Mae May 2010 - April 2011
Fannie Mae July 2009 - May 2010
Kiva Networking August 2008 - 2010
Wells Fargo Bank July 2006 - July 2009
Standard & Poor's September 2004 - January 2006
American International Group January 2003 - September 2004
Skills
Capital Markets, Structured Finance, Securities, Due Diligence, Risk Management, Banking, Asset Managment, Credit, Financial Modeling, Loans, Derivatives, Fixed Income, Credit Risk, Credit Analysis, Financial Services, Financial Risk, Financial Analysis, Portfolio Management, Underwriting, Valuation, Asset Management, Mortgage Lending, Business Development, Mutual Funds, Equities, Bonds, Financial Markets, Investment Banking, Loan Origination, Mortgage Banking, Operational Risk..., Relationship Management, Residential Mortgages, Bloomberg, Investments, Operational Risk, Finance, Commercial Banking, Mortgage Servicing, Loss Mitigation, Loan Servicing, Executive Management, Investment Management, Mortgage Underwriting, Analytics, Asset Allocation, Strategy, Business Process..., Management, Business Analysis
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Management Information Systems, Operations
Stony Brook University 1997 — 2000
BS, Management Information Systems, English
Bank of America April 2009 - Present
Countrywide Capital Markets October 1998 - April 2009
Drexel Burnham Lambert 1980 - 1988
Education
Baruch College, City University of New York (CUNY) 1975 — 1977
Bank of America January 2011 - Present
Metro-North Railroad December 1998 - July 2004
Video Storyboard Tests (Advertising Research) 1991 - 1998
Skills
Transportation, Research, Excel, Word
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Marketing and Psychology
Bank of America
Education
Baruch College, City University of New York (CUNY) 1989 — 1999
JPMorgan Chase & Co. October 2014 - Present
Bank of America December 2013 - August 2014
Bank of America September 2011 - December 2013
Bank of America December 2008 - September 2011
Skills
Performance Consulting, Organizational..., Learning Strategies, Workplace Learning, Learning Solutions, Personnel Recruiting, Conference Management, Coaching, Customer Service, Personnel Selection, Succession Planning
Education
University of Phoenix 2011 — 2013
Masters, Human Resources Management
City University of New York-Baruch College 1990 — 2000
Bachelor of Arts, Corp. Comm. & I/O Psych
Bank of America January 2009 - Present
Merrill Lynch April 2001 - December 2008
JPMorgan September 1993 - March 2001
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
MRM//McCann December 2013 - Present
Outbrain October 2013 - November 2013
HeBS Digital April 2013 - September 2013
Cline Davis & Mann July 2010 - April 2013
Cline Davis & Mann May 2007 - July 2010
Bank of America 2003 - 2006
Ann Taylor September 2002 - August 2004
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Budgets, Analysis, Customer Service, Coaching, Close Attention to..., Time Management, Outlook, Budget Reconciliation, Invoicing, Management, Microsoft Excel, Accounts Receivable
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Finance
Bank of America July 2015 - Present
SEP Technology Consulting, LLC March 2013 - July 2015
Bank of America Merrill Lynch August 2011 - November 2012
Bank of America Merrill Lynch April 2008 - August 2011
Bank of America February 2006 - April 2008
Goldman Sachs June 2004 - February 2006
UBS March 2003 - June 2004
Allegheny Energy October 2001 - March 2003
Skills
Credit, Fixed Income, Derivatives, Equities, Trading, Bloomberg, Capital Markets, FX Options, Investment Banking, Credit Derivatives, Portfolio Management, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Modeling, Interest Rate..., Middle Office, Options, Structured Products, Trading Systems
Education
Baruch College 1997 — 2001
Bernard Baruch College
Bachelor of Business Administration, Finance and Investments
Bank of America April 2005 - November 2013
Credit Suisse First Boston 2000 - 2005
Deutsche Bank 1998 - 2000
Bank Boston July 1997 - July 1998
Morgan Stanley July 1995 - July 1997
Chase Manhattan Corporation 1993 - 1995
JYACC 1991 - 1993
Skills
Fixed Income, Derivatives, Risk Management, Capital Markets, Bonds, FX Options, Trading Systems, Equities, Swaps, Financial Risk, Trading, Electronic Trading, Rates, Market Data, Interest Rate..., Wealth Management, Low Latency, Equity Trading, Collateral Management, Trading Strategies, Distributed Systems, Commodity, Financial Services, Equity Derivatives, Emerging Markets, Investments, Prime Brokerage, Options, Hedge Funds, Credit Derivatives, Investment Banking, Market Risk, Middle Office, Bloomberg, Financial Markets, Structured Products, Proprietary Trading, FX trading
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
MBA, Finance
Stony Brook University 1986 — 1991
Bachelor, Electrical Engineering and Computer Science
Teacher Retirement System of Texas September 2014 - Present
Bank of America February 2013 - September 2014
Societe Generale Corporate & Investment Banking December 2010 - January 2013
Schulte Roth & Zabel LLP July 2006 - December 2010
Bear Stearns July 2005 - July 2006
DKR Capital September 2004 - July 2005
JP Morgan Chase August 2002 - September 2004
Skills
Securities, Hedge Funds, ISDA, Derivatives, Dodd-Frank, Prime Brokerage, Capital Markets, Securities Regulation, Securitization, Structured Finance, Structured Products, Investment Banking, Swaps, Financial Regulation, Equities, Private Equity, Due Diligence
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.)
City University of New York-Baruch College 1996 — 1998
B.B.A, Finance
Morgan Stanley September 2014 - Present
Bank of America September 2007 - September 2014
Sovereign Bank September 2004 - September 2007
Skills
Financial Analysis, Capital Markets, Banking, Financial Modeling, Risk Management, Internal Audit, Financial Risk, Auditing, Loans, Credit Risk, Operational Risk..., Operational Risk, Financial Services, Due Diligence, Internal Controls, AML, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Berkeley College-New York
US Bank Home Mortgage January 2010 - Present
Wells Fargo Home Mortgage January 2009 - February 2011
Bank of America January 2008 - December 2008
Countrywide Home Loans February 2005 - December 2007
Against All Odds March 1999 - November 2004
Skills
Banking, Customer Service, Finance, Loans, Mortgage Banking, Mortgage Lending, Credit
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
HSBC August 2007 - January 2012
Bank of America June 2004 - August 2007
Fleet Securities April 2000 - June 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Gap Analysis, Visio, Crystal Reports, User Acceptance Testing, Regression Testing, Process Improvement, Business Requirements, Access
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
BBA, Computer Information Systems
Bank of America Merrill Lynch February 2011 - Present
Bank of America November 2008 - February 2011
Merrill Lynch 2000 - 2008
Consumer Reports May 1995 - May 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Market Data, IT Strategy, Disaster Recovery, Trading Systems, Data Center, Business Continuity, Project Portfolio..., IT Management, Enterprise Architecture
Education
City University of New York-Baruch College
BBA, Marketing
Bank of America July 2013 - Present
Bank of America April 2010 - June 2013
ARHITRAV Design and Construction September 2007 - May 2008
Vancouver Lifestyle Magazine January 2007 - May 2008
Simon Fraser University September 2004 - May 2007
Simon Fraser University April 2006 - April 2007
Skills
Market Risk, Fixed Income, Financial Modeling, Monte Carlo Simulation, Bloomberg, Time Series Analysis, Analysis, Credit Derivatives, Equities, Options
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MSc, Financial Engineering
Simon Fraser University 2003 — 2008
BSc, Applied Mathematics
M&T Bank May 2007 - Present
Bank of America February 1995 - May 2007
Skills
Commercial Banking, Small Business Lending, Credit, Loans, Commercial Lending, Lines Of Credit, Financial Analysis, Retail Banking, Series 63, Cash Management, Credit Analysis, Consumer Lending, Credit Risk, Mortgage Lending, Strategic Planning, Banking
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Bank of America January 1994 - December 1999
Skills
SDLC, Integration, Project Management, Banking, SQL, Trade Finance, Business Analysis, Databases
Education
Baruch College 1978 — 1980
Computer Science, Accouting
Bank of America June 2014 - Present
Deloitte and Touche LLP September 2006 - May 2014
Take 2 Interactive 2005 - 2006
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Accoutancy
Crédit Agricole CIB May 2015 - Present
Deutsche Bank August 2014 - April 2015
RBS Markets and International Banking January 2014 - August 2014
barcays capital August 2010 - November 2013
HSBC 2005 - 2010
Bank of America 2003 - 2004
Datek Online 1997 - 2002
Skills
Business Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 2002
Master of Business Administration (MBA), Computer Science, 3.25
Northeastern University 1990 — 1994
BS, Journalism
Momentive Specialty Chemicals October 2011 - July 2013
Bank of America 2004 - 2011
Calvin Klein 2003 - 2004
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Customer Service, Administrative..., Microsoft Word, Management, Budgets, PowerPoint, Leadership, Research, Analysis, Event Planning, Team Leadership, Event Management
Education
Baruch College
Borough of Manhattan Community College
First Republic Bank February 2014 - Present
First Republic Bank September 2013 - February 2014
First Republic Bank June 2012 - September 2013
Bank of America August 2010 - September 2011
BNB Bank January 2008 - May 2010
Bendición de Dios January 2009 - January 2009
Paragon Sporting Goods July 2007 - January 2008
American Cancer Society January 2007 - April 2007
Skills
Conversational Cantonese, Proficient in MS Office, Microsoft Office, Customer Service, Customer Relations, Excel, PowerPoint, Word, Outlook, Access, Problem Solving, Banking, Analysis, Sales, Microsoft Word, Loans, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Master of Science (MS), Quantitative Methods and Modeling
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.32/4.00
Bank of America January 2014 - Present
Citigroup Inc. July 2011 - January 2013
Mitsubishi International Corporation March 2010 - August 2010
Shinkin Central Bank August 2006 - February 2009
Bell Foundation 2005 - 2006
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
BBA, Economics
Daniel Gale Sotheby’s International Realty December 2013 - Present
Satovsky Asset Management April 2010 - December 2013
Nili Finger May 2009 - April 2010
Adecco Staffing July 2000 - April 2009
Adecco 2000 - 2009
Siemens May 1998 - March 2000
Bank of America February 1996 - May 1998
Price Waterhouse October 1986 - April 1995
PricewaterhouseCoopers 1986 - 1995
Skills
Accounting, Auditing, Finance, Process Improvement, Business Process..., Sarbanes-Oxley Act, Tax, Business Process, SAP, Internal Audit, Corporate Tax, General Ledger, Management, Payroll, Due Diligence, GAAP, Forecasting, Internal Controls, Training, Hyperion Enterprise, US GAAP, Income Tax, Cross-functional Team..., Account Reconciliation, Employee Benefits, Financial Reporting, Financial Analysis, Strategy, Sarbanes-Oxley, PeopleSoft, Integration, Access, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
RSC Advisors July 2011 - Present
Regions Business Capital July 2009 - July 2011
Wachovia Bank January 2001 - July 2009
Wachovia 2001 - 2009
Wachovia Bank May 2003 - July 2006
Wachovia Bank January 2001 - April 2003
Bank of America July 1990 - October 2000
GlenFed Financial Corporation February 1986 - June 1990
Glenfed 1986 - 1990
GE Capital April 1970 - January 1986
Skills
Portfolio Management, Asset Based Lending, Small Business Lending, Capital Markets, Financial Modeling, Commercial Banking, Strategic Financial..., Banking, Valuation, Mergers, Mergers & Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 1970 — 1972
MBA, Finance
Baruch College, City University of New York (CUNY) 1960 — 1969
BBA, Finance
Citi July 2012 - Present
BlackRock June 2012 - July 2012
NASDAQ OMX June 2011 - May 2012
Credit Suisse October 2010 - June 2011
Bank of America August 2007 - August 2010
Colgate Palmolive August 2006 - June 2007
New York University December 2003 - June 2006
The Thornton Tomasetti Group June 2002 - November 2003
Skills
HRIS, Compensation, Excel, Access, PeopleSoft, SAP, Kronos, Cognos, Oracle, SuccessFactors, SharePoint, VBA, SQL, Microsoft Excel, Human Resources, Performance Management, Personnel Management, Employee Relations, Hiring, Incentive Programs, Onboarding, Talent Acquisition, Employee Benefits, Benefits Administration, Executive Pay, Workforce Planning, College Recruiting, ADP Payroll, Vendor Management, Strategy, Succession Planning, Applicant Tracking..., Talent Management, ADP, Business Objects
Education
NYU
Master's degree, Education
Baruch College
Bachelor's degree, Computer Information Systems
JPMorgan Chase & Co. November 2014 - Present
Bank of America May 2014 - November 2014
A Broader View Volunteers Corp/ Freelance Volunteer October 2013 - December 2013
US Trust April 2008 - September 2013
Bank of America September 2006 - April 2008
Commerce Bank April 2004 - September 2006
Skills
Wealth Management, Private Banking, Banking, Mortgage Lending, Portfolio Management, Relationship Management, Bloomberg, Loans, Bilingual-English/Spanis..., Fundraising, Microsoft Office, Dependable Team Player, Cash Management, Credit, AML, Cross Selling, Finance, Risk Management, Anti Money Laundering, Customer Service, Financial Analysis, Financial Risk, Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's, Corporate Communications
New York State Office of Temporary and Disability Assistance June 2013 - June 2015
Mercantil Commercebank N.A. August 2010 - July 2013
Bank of America October 2006 - December 2008
New York State Department of Labor August 2002 - June 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, AS400 system, Financial Analysis, Leadership, Management, Risk Management, Research, Training, Sales, Team Building, Customer Service, Budgets
Education
DeVry Institute of Technology
Bachelor's degree, Information Technology
City University of New York-Baruch College
Bachelor's degree, Psychology
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2011 - June 2014
Bryant Park Capital March 2010 - December 2010
Bank of America June 2010 - August 2010
Allen Partners October 2009 - February 2010
Marcus & Millichap June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Spanish, Reuters 3000, Bloomberg, Capital IQ, Financial Modeling, Valuation, Bloomberg Terminal, Corporate Finance, Investment Banking, Financial Analysis, Leveraged Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance & Investments
Benjamin N Cardozo 2003 — 2007
DaVinci Program
DirectEdge April 2010 - Present
BNP Paribas October 2008 - April 2010
Bank of America 2002 - 2008
Skills
Enterprise Architecture, Data Center, Enterprise Storage, Storage Virtualization, Systems Engineering, Windows Server, Linux System..., HP Blade, VMware Infrastructure, VMware Certified..., Microsoft Certified..., 3PAR, HP EVA, Microsoft SQL Server, Risk Management, Virtualization, ITIL, IT Operations, Disaster Recovery, Integration, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Bachelor's Degree, Computer Science
Bank of America July 2012 - Present
Merrill Corporation August 2006 - April 2012
IBM ( GLOBAL TECHNOLOGY INFRASTRUCTURE ) February 2004 - June 2006
ICP January 1999 - February 2004
Skills
Nuance/Ecopy Certified..., Active Directory, CSS, Troubleshooting, Windows, Project Management, SharePoint, SQL, VMware, VPN, Networking, System Administration, Servers
Education
Baruch College 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business and Technology, 3.5
Queensborough Community College 1992 — 1995
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services
Citi 2010 - Present
Banco do Brasil October 2006 - October 2010
AIG Internal Audit 2005 - 2006
Bank of America 1999 - 2005
Skills
Financial Risk, Banking, Risk Management, Finance, Credit, Sarbanes-Oxley Act, Internal Controls, Operational Risk, AML, Internal Audit, Financial Services, Financial Analysis, Capital Markets, Operational Risk..., Auditing, Corporate Finance, Equities, Account Reconciliation, Risk Assessment, Investments, Fixed Income, Derivatives, Retail Banking, Securities, Investment Banking, Commercial Banking, Corporate Governance, Trading, Sarbanes-Oxley, General Ledger, Loans, Enterprise Risk...
Education
Monroe College 2008 — 2009
MBA, Business Management
Baruch College, City University of New York (CUNY) 2002 — 2004
BBA, Accounting
Bank of America January 2012 - Present
JPMorgan Chase January 2010 - January 2011
Domain Properties January 2007 - January 2009
Lend America January 2005 - January 2006
Education
Baruch College 2007 — 2009
Finance and Investment
Barclays Investment Bank May 2012 - Present
The Depository Trust & Clearing Corporation June 2011 - May 2012
City of New York/DOITT March 2007 - May 2011
Bank of America August 2005 - March 2007
JPMorgan Chase & Co. July 2003 - July 2005
Investors Bank & Trust March 2002 - June 2003
AIG November 2001 - February 2002
Sumitomo Mitsui Banking Corporation March 1999 - October 2001
Citi March 1998 - February 1999
Chase April 1996 - February 1998
Skills
WebSphere MQ, WebSphere Message Broker, IIB, WebSphere Application..., WebSphere ESB, TIBCO EMS, Solace, SOA, Enterprise Architecture, Java Enterprise Edition, IBM Tivoli, Omegamon, BMC Patrol, Unicenter NeuMICS, Unix, QPasa, Java, montran, SWIFT Messaging, Oracle, CICS, OFAC, z/os, Linux, DB2, IBM AIX, Solaris, SDLC, Data Warehousing, Integration, WebSphere, Disaster Recovery, Infrastructure
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Science
City University of New York City College
Bachelor of Science (BS), Mathematics
Bank of America October 1987 - Present
Education
Baruch College
Laguardia Community College
Grant Thornton LLP February 2013 - June 2014
Bank of America 2011 - 2012
Promontory Financial Group, LLC 2003 - 2010
KPMG US 2006 - 2007
Citi 2000 - 2002
Federal Reserve Bank of New York 1992 - 2000
Skills
Anti Money Laundering, Basel III, Board Governance, CAMS, CCAR, Capital Markets, Compliance Regulations, Counterparty Risk, Credit Risk, Cross-functional Team..., Data Management, Economic Sanctions, Electronic Payments, Enterprise Risk..., FinTech, Information Security, International Financial..., Market Risk, OFAC, Operational Risk, Prudential Regulation, Regulatory Requirements, Streamlining Work..., Stress Testing, Treasury Management, Federal Reserve, OCC, FDICIA
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Accountancy (CPA Program)
New York University
Bachelor of Arts (B.A.)
JPMorgan Chase & Co. October 2014 - January 2015
HealthPlan Services April 2014 - August 2014
The Depository Trust & Clearing Corporation October 2013 - February 2014
Bank of America May 2013 - September 2013
TracFone Wireless December 2012 - March 2013
NYC department of finance April 2009 - June 2010
Smith Barney Citigroup June 1994 - December 2008
Merrill Lynch/First Boston Corp/Citibank June 1980 - June 1994
Skills
JMS, Core Java, J2EE Application..., SQL, JavaScript, DHTML, SOA, JDBC, RAD, Eclipse, CVS, IBM clearcase, CICS, WebSphere Application..., WebSphere MQ, Weblogic, SVN, JPA, Hibernate, Spring Framework, Tomcat, Maven, SOAP, RESTful WebServices, Application enterprise...
Education
Baruch College 1975 — 1980
Bachelor of Business Administration (BBA), Computer Technology/Computer Systems Technology
Bank of america March 2011 - Present
Citi May 2007 - March 2011
Skills
Fixed Income, Sybase, Financial Modeling, Unix, SQL, VBA, Trading Systems, Derivatives, SDLC, Equities, Business Analysis
Education
Baruch College, City University of New York (CUNY)
MS, Financial Engineering
Louisiana State University
MS, Engineering
T-Mobile March 2009 - Present
BANK OF AMERICA January 2008 - December 2008
Verizon Wireless December 2003 - November 2007
Skills
Customer Retention, Sales Management, Sales, Management, Training, Product Marketing, Retail, New Business Development, Cold Calling, Coaching, Customer Service, Networking, Banking, Sales Operations, Wireless, Direct Sales, Customer Experience, Profit, Telecommunications, Customer Satisfaction, Sales Process, Solution Selling, Mobile Devices, Account Management, B2B, Leadership, Merchandising, Recruiting, Selling
Education
Laguardia Community College 2001 — 2002
ASSOCIATES DEGREE, BUSINESS MANAGEMENT
Baruch College 1997 — 2000
International Finance and Communications
Tabernacle of our Lord Jesus Christ Apostolic Church Inc. June 2014 - Present
BlackRock December 2011 - April 2014
Barclays Investment Bank June 2011 - August 2011
Bank of America, September 2005 - October 2010
JPMorganChase Investment Services October 1997 - March 2005
Skills
Investment Management, Profient in various..., Financial Analysis, Account Reconciliation, Finance, Financial Services, Process Improvement, Portfolio Management, General Ledger, Equities, Financial Risk, Fixed Income, Mutual Funds, Accounts Payable, Analysis, Accounts Receivable, Bloomberg
Education
Bernard M. Baruch College, CUNY
Bachelors of Business Administration, Finance
City University of New York-Baruch College - Zicklin School of Business
Bank of America September 2013 - Present
Dabo Eyewear March 2012 - April 2013
Law Offices of Steven Chen September 2009 - June 2012
Baruch Volunteer Income Tax Assistant (VITA) February 2008 - April 2010
Skills
Microsoft Office, PowerPoint, Finance, Outlook, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Online Research, Team Management, Mentoring, Retail Banking, Time Management, Legal Assistance
Education
Baruch College 2006 — 2011
Bachelor of Business Administration (BBA), Finance and Investment
City University of New York-Baruch College 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Investment
BNP Paribas September 2014 - Present
Barclays November 2013 - September 2014
Barclays August 2012 - September 2014
Barclays October 2010 - August 2012
Bank of America June 2006 - October 2010
BNY Mellon January 2006 - June 2006
Skills
Investment Banking, Capital Markets, Financial Reporting, Financial Analysis, Budget Forecasts, Financial Modeling, Finance, Microsoft Excel, Microsoft Access, Data Analysis, Team Management, Presenting to Senior..., Project Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), FInance & Investments
UBS Trust Company, N.A. May 2011 - Present
Delaware Art Museum 2009 - 2011
WSFS Bank 2008 - 2011
Bank of America 2003 - 2008
Bank of America 2003 - 2008
Elfreth Investment Strategies 1999 - 2002
Skills
Asset Management, Asset Managment, Banking, Commercial Banking, Commercial Lending, Capital Markets, Credit, Credit Analysis, Credit Risk, Estate Planning, Financial Analysis, Financial Risk, Fixed Income, Investment Advisory, Leadership, Investments, Loans, Negotiation, Performance Improvement, Portfolio Management, Private Banking, Retail Banking, Risk Management, Series 7, Strategic Financial..., Team Building, Wealth Management
Education
University of Delaware 1994 — 1997
Baruch College, City University of New York (CUNY) 1985 — 1987
BBA
Time Warner Cable Business Class January 2014 - Present
Bit by Bit Mobile January 2013 - December 2013
Bank of America February 2010 - February 2013
Skills
Teamwork, Mobile Marketing, Customer Focus, Salesforce.com, Digital Marketing, Client Service Oriented, Business Ethics, Sales Process, Business Development, Operations Management, Referral Generation, Able To Multi-task, Team Leadership, Training Skills, Product Knowledge, Market Research, Retail Banking, Microsoft Office, Business Analysis, Marketing Strategy, New Business Development, Digital Media, CRM, Business Strategy, Customer Experience, Lead Generation, Customer Acquisition
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Operations Management
Mrs K's Tollhouse 1996 - Present
Standard savings bank 1993 - 1994
Bank of America 1991 - 1993
Education
Baltimore International Culinary College 1994 — 1996
AAS, Culinary Arts
Baruch College 1985 — 1989
BS, Computer Information Systems
Bank of America June 2015 - Present
Kidz of America May 2015 - Present
Hillside Learning Center May 2014 - Present
Bank of America August 2008 - June 2015
H&R Block December 2003 - January 2010
Skills
Banking, Customer Satisfaction, Retail Banking, Leadership, Customer Service, Credit Cards, Cross Selling, Management, Tax, Sales
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
BNY Mellon - Depositary Receipts 2005 - 2014
Bank of America 2004 - 2004
Morgan Stanley 2004 - 2004
HSBC 2000 - 2002
Deutsche Bank 1999 - 2000
Skills
Bloomberg, Corporate Actions, Customer Service, Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Portfolio Management, PowerPoint, Securities
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Finance, General
Wesleyan University
Bachelor's degree, Psychology
Bank of America June 2011 - Present
Education
Baruch College 2010 — 2014
BBA, Finance
Bank of America December 2003 - Present
Petrocelli Financial Services April 2005 - November 2005
Education
Baruch College 1998 — 2005
Bachelors in Business Administration, Marketing Management
MEC February 2014 - Present
Re:Sources July 2012 - September 2013
Bank of America August 2010 - December 2011
Air China June 2004 - April 2007
Skills
MS Words, MS Excel, MS..., Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service
Education
City University of New York-Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.3/4.00
Bank of America Program ManagerSponsorship for educational opportunities2015 - 2015
Merrill Lynch 2006 - 2007
Sponsors for Educational Opportunity 2006 - 2006
Viacom 2005 - 2005
Education
Baruch College, City University of New York (CUNY)
State University of New York at Binghamton
Bank of America July 2014 - Present
Chase Bank April 2010 - June 2014
Hold Brothers On-line Investment Services, LLC March 2004 - September 2009
Education
Baruch College 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Horizon Kinetics LLC March 2008 - Present
Dreyfus February 2006 - January 2008
Bank of America July 2004 - February 2006
Skills
Separately Managed..., Trading, Account Reconciliation, Security APL, Bloomberg, Reuters, Equities, Mutual Funds, Fixed Income, ETFs
Education
Baruch College
Bachelor of Business Administration (BBA) - 2002, Finance
Pine River Capital Management 2013 - Present
Credit Suisse 2006 - 2013
Citi 2005 - 2006
Credit Suisse 2004 - 2005
Bank of America 2002 - 2003
J.P. Morgan 2000 - 2002
Skills
Investment Banking, M&A execution, Valuation, Financial Institutions, LBO, Real Estate, Chartered Financial..., Equity Research, Business Strategy, Corporate Finance, Corporate Development, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Financial Analysis
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Baruch College-STARR Career Development Center August 2015 - Present
Lawrence N Field Center for Entrepreneurship June 2015 - Present
Baruch College September 2014 - Present
Story2 April 2015 - April 2015
The Metropolitan Museum of Art July 2014 - August 2014
Story2 September 2013 - June 2014
Bank of America July 2013 - August 2013
Skills
Blogging, Social Media Marketing, PowerPoint, Public Speaking, Adobe Photoshop, Microsoft Publisher, Design, Fashion, Art, Microsoft Excel, WordPress, Photography, Salesforce.com, Leadership, Microsoft Word, Writing, Teamwork, Craft, Creative Writing, Environmental..., DIY, Photoshop, Networking, Social Networking, Social Media, Microsoft Office
Education
Macaulay Honors College at The City University of New York 2014 — 2018
Bachelor of Arts (B.A.)
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor of Arts (B.A.)
Benjamin N. Cardozo High School 2010 — 2014
High School, 3.72/4.0
Bank of America July 2013 - Present
Barclays Investment Bank September 2008 - July 2013
Lehman Brothers August 2000 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Equities Technology, IT Management, Customer Service, Trading Systems, Equity Trading, Equities, Hedge Funds, Investment Banking, Prime Brokerage, Java, Business Analysis, Electronic Trading
Education
Baruch College 1994 — 1999
BBA., Business Administration and Computer Information System, Computer Information System
Bank of America 1999 - 2013
Skills
Communication Skills, Leadership, Ability to Self-Manage..., Computers, Problem Solving, Superior Work Ethic, Outstanding people..., Always Willing to Learn, Energetic team player, Flexibility
Education
Baruch College 1997 — 2003
Banking, Corporate, Finance, and Securities Law
Borough of Manhattan Community College 1993 — 1996
Associate of Arts and Sciences (A.A.S.), Business Administration/finance
Citibank October 2013 - Present
BANK OF AMERICA April 1997 - June 2013
Bank of America 1997 - 2013
Avis Budget Group August 1986 - May 1996
Skills
Consumer Lending, Sales Management, Sales Operations, Car Rental, District Sales..., Credit Cards, Management, Customer Service, Customer Retention, Banking, Retail Banking
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Marketing
Bank of America 2005 - 2014
New York City Transit March 2003 - June 2005
Skills
Writing, Customer Service, Public Speaking, Organization, Close Attention to..., conversational spanish, Teamwork, Coordination, Compliance, Research, Internet Savvy
Education
LIU Brooklyn 2004 — 2007
Master's degree, Public Administration
City University of New York-Baruch College 1999 — 2004
Bachelor of Arts (B.A.), Corporate Communications
Bank of America March 2009 - Present
Merrill Lynch September 2003 - March 2009
Skills
Human Resources, Recruiting, Employee Relations, Performance Management, Strategic Planning, Project Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Master of Business Administration (MBA), Human Resources Management and Services
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Ecomonics and Business, Psychology
Bank of America November 2011 - Present
GTE Financial July 2005 - August 2011
Skills
Microsoft Office, Customer Service, Organization Skills, Employee Training, Qualitative Research, Bilingual - Fluent in..., Sales
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor's degree, Accounting
Hillsborough Community College
Associate's degree, Business Administration and Management, General